Technical Solutions Consultant (Pre/Post Sales)

About the Role:

We are hiring a Technical Solutions Consultant to drive our enterprise motion as we move up-market. This role is central to winning larger pool pros and PE-backed companies, supporting our Revenue and Customer Success teams by ensuring successful solution design, onboarding, and adoption for our most complex and high-value customers.

Reporting to our VP, Revenue, you will act as a trusted technical advisor for enterprise prospects, translating complex business needs into scalable solutions. Your primary KPI will be increasing our win rate and market share within the enterprise segment.

What You’ll Do:

Pre-Sales & Revenue Support

• Partner with AEs to lead technical discovery for enterprise accounts, aligning sophisticated workflows and data requirements with platform capabilities
• Deliver tailored demos and deep-dive solution sessions for PE-backed companies and large-scale pool organizations
• Translate APIs , integrations, and data flows into compelling, outcome-driven narratives for technical and non-technical stakeholders
• Own RFP/RFI responses and technical validation to accelerate deal cycles
• Evaluate complex integrations (e.g., NetSuite, Sage ) and guide solution approach, tradeoffs, and risk
• Build PoCs that prove value quickly and de-risk adoption

Solution Architecture & Data Strategy

• Turn customer requirements into scalable, real-world solution designs
• Define clear boundaries between out-of-the-box capabilities and custom work
• Scope data migrations (historical data, deduplication, rollups) with a focus on feasibility and speed-to-value
• Advise on reporting strategies (dashboards, exports, APIs) that balance flexibility and scalability

Post-Sales & Expansion

• Ensure a smooth handoff from sales to implementation for complex deals
• Spot expansion opportunities by aligning new use cases with product capabilities
• Guide customers toward deeper adoption and measurable ROI

Enablement

• Diagnose technical issues to engage Engineering as needed
• Build reusable demos, playbooks, and assets that reduce friction across the sales cycle
• Enable Sales and CS with training and clear technical narratives
• Partner with Product to surface gaps, trends, and customer feedback from the field

Your Impact:

• Significantly move the needle on enterprise win rates and deal velocity through expert technical storytelling
• Ensure seamless transition from sale to implementation across new product lines
• Drive enterprise customer confidence in adopting bundled and embedded solutions across multi-regional operations
• Influence product roadmap by surfacing real-world customer feedback and technical gaps

What you bring:

• Demonstrated experience in Solutions Consulting, Sales Engineering, or Technical Consulting within B2B SaaS products, ideally supporting a vertical trade industry
• Experience supporting both pre-sales and post-sales customer lifecycles
• Strong ability to communicate technical concepts to both technical and non-technical audiences
• Comfort with using AI (Claude preferred) to personalize information, scale operations, and build faster
• Hands-on experience with APIs, integrations, and system architecture design
• Proven ability to manage multiple stakeholders across Sales, Product, and Customer Success
• Comfortable operating in fast-paced, evolving product environments
• Understanding of the needs of trades businesses and the benefits of vertical SaaS solutions

You bring experience or solid exposure to our tech stack

• We use Hubspot, Intercom (Fin), Nooks, and Attention across our CS/Revenue teams
• Skimmer is built in C#, .Net, and MS SQL Server and runs on Azure
• We integrate with Stripe & QuickBooks Pro

Nice to Have

• Experience supporting multi-product or platform-based SaaS solutions
• Familiarity with onboarding workflows, data mapping, or implementation processes
• Prior exposure to usage-based or add-on product monetization models

Why Join Us:

• Be part of building and scaling new product lines from the ground up
• High visibility role with direct impact on revenue and product direction
• Collaborative environment across GTM and Product teams
• Opportunity to shape how solutions engineering evolves within the organization